A complete list of active advisors currently associated with Harris Financial Services, Inc.

Warmer can help you find a great advisor at Harris Financial Services, Inc. or one who fits your needs even better.

Harris Financial Services, Inc. provides personalized financial advice and investment management primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines ongoing asset management and periodic planning consultations, managing roughly $40 million for about 54 clients through a single-advisor practice. The firm’s investment approach uses passively managed index funds and exchange-traded funds as the core of portfolios, with selectively added actively managed funds and global diversification to control market risk. All accounts are managed on a non‑discretionary basis (trades executed with client approval under a limited power of attorney), and the firm offers timing commentary and periodic reviews to guide client actions. Noteworthy among peers, the brochure discloses associations with other firms for specialized tax and estate planning and the principal’s prior roles at registered-adviser subsidiaries of Wisconsin Financial Group, Inc., indicating adviser affiliations that are uncommon for firms of this size. The firm also emphasizes a mixed-active/low‑risk allocation within its assets under management and delegates custody to qualified custodians while retaining no proxy‑voting authority for client securities.

To learn more about the advisors currently working at Harris Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.